2021 Annotating Images Feature
Hi, With the announced upcoming feature (Still no timeline) I would like to be able to preset the image in the builder rather than the user upload one so they just annotate a preset image/background? And will it also be able to be smart so use Subforms
Follow up task reminder quarterly
There are zoho follow up reminder settings for Monthly and Yearly. Would it be possible to add Quarterly to that list? Also a "Custom" option would be great as well.
Add an undo button in code less bot builder
This will help when we accidentally cut the wrong flow using the scissor tool. The code less bot builder, in addition to disconnecting the flow, also rearranges all the downstream blocks all the way at the bottom of the screen. So we need to reassemble
Course expiration date - Word of the Day #08
A course's expiration date is a date set by the course admins after which the learners will no longer have access to the course. This can be helpful to ensure learners complete the course on time according to the training plan of your organization. To
Default Font Issues
Hi, The Font of Signature is working fine, for Ex. I have created the Signature using the Tahoma Font but when i select Tahoma Font for the Default Font for the Mail. It does not take it. It always started with Verdana. Any Resolution for the issue. Regards, Rahul
Need a way to 2 way sync only Accounts of Account Type Customer
Currently when using the either the one way sync or two way sync between Zoho CRM and Zoho Desk there is no way to only sync Accounts > Account Type = Customer. I do not want to add all accounts to Zoho Desk and clutter up the system with Accounts I
Second e-mail chain in same ticket
Hi, Whenever a client sends us a request by e-mail it generates a ticket in Zoho Desk. Usually, each client request we receive will originate a different (but related) chain of e-mails between our company and one or more suppliers of that product. For
Cant get through to your phones, speed issues un usuable
Hi all apps including Cliq and Desk are from to unusable. Can't live chat, can't ringing anyone, no one answering. Been a few outages on your apps recently. What the heck is going on!
Autopopulate information in different modules
Is there a way to autopopulate information in one module that was entered in another module. For example, you may have a piece of information that you need in two different modules. Can you setup a macro or something that would autopopulate the information
All incoming emails goes directly intro trash
Hi, Why my entire incoming emails go directly into trash, except for real spam emails, they always find their way to my inbox, all the filters are disabled, and have been disabled for a long time as I know this is the first thing you are going to tell
Disable password on downloads
I enabled this password for all files downloaded from emails. It is becoming cumbersome and some excel files are acting abnormal. I want to disable this feature, please guide. Thank you
Custom Unit
I need to add another unit type to the list (Month). This is mainly for Subscription use, but I think I had to actually make the change in Books. I have added units types before, so I know it was possible but I can't figure out how to do it again and
FLow stops at a certain point
Hi - I've put in a request to support but need an answer before the usual week to respond. I've set up a new flow. It worked fine in testing, but now that its live its doing something strange. I came into a number of failed tasks. As I opened the flow
Asking users to review and update their data
Hello, We use Zoho CRM and Campaigns to manage our website users. We would like to ask users to review the data we hold in their record, so that they can validate the information and, where data is incomplete, add to their profile data. For example,
My Zoho Story #2 - Empowering companies to scale their social media marketing
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. This Interview features the amazing duo of Jackie and Mollie Singer from Twinco New Media. They are the founders of Twinco New Media that helps a lot of businesses in Las Vegas and other parts of the West Coast for their digital media marketing. They help companies create a social media presence and premium contents on the web. Jackie
Indenting text to the right of an image?
I’m on iPad Pro in landscape and would really like notes to be more blocked/paragraphed instead of full size of the page but the indent does not let me put anything next to it? I can indent the image to the right of the page but I cannot seem to put text
Is it possible to import content from a word or pdf document using the Zoho recruit plugin
Is it possible to import content from a word or pdf document using the Zoho recruit plugin
Solved: Add a button in the CRM to activate a ZohoFlow activity
Here is a useful little code example that can help create complex workflows triggered by buttons. The scenario I wanted to perform a many activities for an advisor when they are starting to work on a client inquiry. Once an inquiry is has been picked up, the advisor needs to set up a time for a call with our client to discuss, which means sending an email meeting invite (with a link to Zoho Booking) setting up dates, making notes on work activities and creating a follow-up task should the client
Error al enviar correos
No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - admin@integra.com.mx Ya configure los MX Records y valide el dominio y me sigue dando el mismo error.
Change or modify the name of the mail
I want to Change or modify the name of the mail from ohnna@ohnna.com to ceo@ohnna.com
Problem with ZSC Key by integration of Zoho Projects with Zoho Books
Hi, I am trying to enable integration of Zoho Project with Zoho Books and need a ZSC Key for that. I've checked the knowledge base on this topic and the ZSC Key should be available in "Developer Space" in the Set Up, right between "Marketplace" and "Data
Capture more leads with Realtor Zobot, the real estate bot assistant!
With the real estate Zobot, you can literally close more deals than humanly possible. It engages, nurtures, and converts buyers and sellers into clients. Say there is a visitor on your real estate website who is on the lookout for a new place to move in to or is looking to sell his/her property. The visitor is pretty lost and is seeking for help. You, being a real estate agent who is endlessly juggling old and new properties, evaluating properties and chasing goals, miss out on this potential visitor.
Introducing new features and enhancements to Analytics and Social in Marketing Plus
Hello everyone, We've recently introduced various features and enhancements to Analytics and Social in Zoho Marketing Plus. Here's a brief rundown on what you'll see in the updates: Analytics AI-powered data preparation Zoho DataPrep is an advanced
Can you just release an MSI please
The deployment tool doesn't work well, GPO method will not work on Windows 10. Intune works fine but in some cases is not an option. MSI installer is necessary! Thank you
Secondary units for quantity in Zoho books.
Hi there, I sell plywoods of various sizes that are measured in sq.ft (square feet). So, my pricing and quantity units are also based on sq.ft - Ex: Rs. 100 per sq.ft. Now, I like to track my inventory and sales in terms of "number of plywoods" also,
How to track out words and/or adjusting kerning
Hi! Part of my companies brand involves tracked out header text. Is there a way to expand the text in Zoho Campaign? I can't seem to locate anything. For example:
Third Party Cookies and Zoho Desk and Customers
I've set up Zoho One for my soon to be launched business, but I'm struggling with using Zoho Desk. Struggling enough that I've duplicated my portal on Freshdesk just in case. My concern with Zoho Desk is I'm worried that a small company is going to have
Is your industry down during this pandemic period? Best Industry to Select in this Pandemic!
The current pandemic situation has put most of our business dreams down. Many New Entrepreneurs have dropped the plan of starting a new business. What do you think to overcome this situation? To put the words in a specific way, what industries the New
Recruite inbox not functioning
I am a paid recruit subscriber but I am unable to configure the zoho recruit account. There is no email which is configured and I am not getting any option to add an account as well. Attached is the screenshot as well.
Wedding Industry: How to design appointment scheduling sites for businesses in this industry?
Today, we have put together a guide on designing an appointment scheduling site for businesses in the wedding industry. We hope that this guide will be useful to you and do not forget to share this with anyone who you know will benefit from this. So, let us begin! If you are interested in reading more articles like these, click here. Do I need an attractive appointment scheduling site for my organization? If you work in the wedding industry, you will know that portraying the perfect image of your
Add Color filter feature to Report column buttons also in Page buttons too.
Adding Color filter feature to Report column buttons to show that the button is turned on or off just like an electric switch with a red light indicating the switch is on or off will be greatly useful and powerful. Better still if you could allow changing
How Trigger Action/Webhook Once?
We have a Webhook Action within Zoho we want to trigger for about 350 leads (currently these 350 Leads are identified with a special field.) We just need to trigger this Action one time for all 350 Leads, but we can't figure out how to configure a Workflow
Assigning actions to the lead owner automatically
We have a rule in place for responding to leads. When I assign a lead owner, I'd like that lead owner to own all of the actions related to the task but I don't see how I can do this? Instead it's automatically assigning the actions to one colleague.
Magento 2.4 B2B Ecommerce Integration to Zoho one (WMS extension)
Please let us know if we are able to use any extension to integrate our Magento 2.4 B2B to Zoho.
Workflow function to copy a main photo between records loops
1. We have a workflow that triggers a function each time a record in a custom module "Jobs" is edited or created. 2. Each record in Jobs has a lookup field (called "Widget") that associates a record in the Products module with the "Jobs" record. 3. The
Invoke URL in EU
Hi, Just for information for those who are facing same issue, if you try to use invoke url and get an error such as : :{"code":"INVALID_TOKEN","details":{},"message":"invalid oauth token","status":"error"} If your are in Europe and are using *.zoho.eu,
https://accounts.zoho.eu/oauth/v2/ endpoint returns 500
as title
What is the Owned By column in the Emails related list?
Hi In the Contacts module we have it integrated with our Outlook, and we can see emails sent to/from the Contact within the Emails related list. What is the Owned By column? Its not the Owner of the Contact. So what is it? Thanks
IMAP does not sync
I tried few clients and now my imap wont sync with the server. I am using outlook 2013. No single mail is shown in the inbox/archive sent and the status shown as sync complete. No error message of any sort whatsoever is there. Is this a known issue?
Instructor - Word of the Day #07
In Zoho Learn, instructors can be added to a course to manage or assist with course delivery. They can help the course authors evaluate assessments and manage the lesson discussion board. To learn more about the privileges of an instructor and the steps
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